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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6524 results found

  1. Hubspot workflow

    Any plans for Hubspot Workflow?

    47 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  2. Pass files from SalesForce files to PandaDoc

    Pass files from SalesForce attached files to PandaDoc document as attached files

    8 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  3. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    100 votes

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    30 comments  ·  Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. [Hubspot] have a date and time stamp within the document itself

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Remove Salesforce document drafts

    Ability to just delete PandaDoc drafts in salesforce without having to delete them in PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  7. EV2. Ability to use clickable links as variable values

    25 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  8. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. [Comments] allow mentions for 'member' role

    Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    138 votes

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    29 comments  ·  Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Copper

    Native integration with Copper

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. [Partner] Restrict workspaces from adding more licenses than allotted

    Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Turn off / Change auto page breaks

    23 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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